SEC CRD #801-114983
We deliver effective, objective, and transparent financial planning and wealth management services for individuals and businesses. MCNAUGHTON WEALTH MANAGEMENT, LLC is a SAN DIEGO, CA-based registered investment adviser managing $292M in assets with 6 employees (CRD #300330). They specialize in investment advice, focusing on financial planning and portfolio management for individuals, small businesses, and institutional clients. The ...
JENNIFER MATTHEWS
CHIEF COMPLIANCE OFFICER
📞 (858) 693-2310
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AUM
$292M
Location
SAN DIEGO, CA
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